Investor
Gerald Baker Financial Group LLC
CIK 0002133489 · filed 2026-05-06 · SEC filing
13F book
$315.7M
Positions
114
Largest name
7.6%
Exxon Mobil Corp
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Exxon Mobil Corp | — | 141.4K | $24M | 7.6% | — | Held |
| Vanguard Specialized Funds | — | 90.3K | $19.4M | 6.1% | — | Held |
| Glacier Bancorp Inc New | — | 424.4K | $19M | 6.0% | — | Held |
| Nnn Reit, Inc. | NNN | 345.3K | $14.5M | 4.6% | — | Held |
| Ishares Tr | — | 22.1K | $14.4M | 4.6% | — | Held |
| Invesco Qqq Tr | — | 24.6K | $14.2M | 4.5% | — | Held |
| Caterpillar Inc | CAT | 15.4K | $10.9M | 3.5% | — | Held |
| Proshares Tr | — | 90.1K | $9.55M | 3.0% | — | Held |
| Reaves Util Income Fd | — | 237K | $9.31M | 2.9% | — | Held |
| First Tr Exchng Traded Fd Vi | — | 241.6K | $8.16M | 2.6% | — | Held |
| Vanguard World Fd | — | 47K | $8.12M | 2.6% | — | Held |
| Microsoft Corp | MSFT | 19.1K | $7.08M | 2.2% | — | Held |
| Ishares Tr | — | 33.6K | $6.1M | 1.9% | — | Held |
| Apple Inc. | AAPL | 23.8K | $6.04M | 1.9% | — | Held |
| Ishares Tr | — | 47.9K | $5.68M | 1.8% | — | Held |
| Chevron Corp New | CVX | 27.1K | $5.62M | 1.8% | — | Held |
| Nvidia Corp | NVDA | 31.8K | $5.54M | 1.8% | — | Held |
| First Tr Exchange-Traded Fd | — | 123K | $4.85M | 1.5% | — | Held |
| Ishares Tr | — | 27.5K | $4.84M | 1.5% | — | Held |
| Ishares Tr | — | 76.9K | $4.74M | 1.5% | — | Held |
| Philip Morris Intl Inc | — | 28K | $4.62M | 1.5% | — | Held |
| Johnson & Johnson | JNJ | 18.3K | $4.47M | 1.4% | — | Held |
| Ishares Tr | — | 43K | $4.18M | 1.3% | — | Held |
| American Centy Etf Tr | — | 84.9K | $3.71M | 1.2% | — | Held |
| Ishares Tr | — | 54.4K | $3.53M | 1.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 6.95K | $3.33M | 1.1% | — | Held |
| Altria Group, Inc. | MO | 49.2K | $3.24M | 1.0% | — | Held |
| Mcdonalds Corp | MCD | 10.1K | $3.15M | 1.0% | — | Held |
| First Tr Exchange-Traded Fd | — | 56.5K | $2.75M | 0.9% | — | Held |
| Ishares Tr | — | 19.9K | $2.71M | 0.9% | — | Held |
| First Tr Exchange-Traded Fd | — | 43.6K | $2.6M | 0.8% | — | Held |
| Realty Income Corp | O | 42.2K | $2.58M | 0.8% | — | Held |
| Ishares Tr | — | 19.6K | $2.44M | 0.8% | — | Held |
| Ishares Tr | — | 33.9K | $2.29M | 0.7% | — | Held |
| Constellation Energy Corp | CEG | 7.88K | $2.2M | 0.7% | — | Held |
| Ishares Tr | — | 16.4K | $2.18M | 0.7% | — | Held |
| Amazon Com Inc | AMZN | 10.2K | $2.13M | 0.7% | — | Held |
| AbbVie Inc. | ABBV | 9.63K | $2.09M | 0.7% | — | Held |
| Welltower Inc. | WELL | 10.5K | $2.07M | 0.7% | — | Held |
| Southwest Airls Co | — | 50.6K | $1.9M | 0.6% | — | Held |
| Vanguard Whitehall Fds | — | 12.7K | $1.88M | 0.6% | — | Held |
| Ishares Tr | — | 43.9K | $1.87M | 0.6% | — | Held |
| Spdr Series Trust | — | 18.1K | $1.78M | 0.6% | — | Held |
| First Tr Exchange Trad Fd Vi | — | 61.4K | $1.76M | 0.6% | — | Held |
| Alphabet Inc | — | 5.79K | $1.66M | 0.5% | — | Held |
| Walmart Inc. | WMT | 13.2K | $1.64M | 0.5% | — | Held |
| Merck & Co., Inc. | MRK | 13.4K | $1.61M | 0.5% | — | Held |
| Select Sector Spdr Tr | — | 9.89K | $1.6M | 0.5% | — | Held |
| Ishares Tr | — | 13.3K | $1.56M | 0.5% | — | Held |
| Union Pac Corp | — | 6.14K | $1.49M | 0.5% | — | Held |
| Pepsico Inc | PEP | 9.02K | $1.4M | 0.4% | — | Held |
| Costco Whsl Corp New | — | 1.36K | $1.35M | 0.4% | — | Held |
| Csx Corp | CSX | 32.8K | $1.35M | 0.4% | — | Held |
| Coca Cola Co | KO | 17.7K | $1.34M | 0.4% | — | Held |
| Spdr Gold Tr | — | 3.08K | $1.33M | 0.4% | — | Held |
| Kroger Co | KR | 18.2K | $1.32M | 0.4% | — | Held |
| D R Horton Inc | — | 8.38K | $1.15M | 0.4% | — | Held |
| Exelon Corp | EXC | 21.9K | $1.07M | 0.3% | — | Held |
| Alphabet Inc | — | 3.57K | $1.02M | 0.3% | — | Held |
| Flexshares Tr | — | 18.4K | $1.01M | 0.3% | — | Held |
| Tesla, Inc. | TSLA | 2.68K | $995.9K | 0.3% | — | Held |
| Abbott Labs | ABT | 8.25K | $846.9K | 0.3% | — | Held |
| Ishares Tr | — | 5.57K | $842.9K | 0.3% | — | Held |
| Ishares Tr | — | 7.41K | $838.6K | 0.3% | — | Held |
| Lockheed Martin Corp | LMT | 1.36K | $821.1K | 0.3% | — | Held |
| Red Rock Resorts, Inc. | RRR | 15.3K | $815.1K | 0.3% | — | Held |
| Mondelez Intl Inc | — | 13.7K | $789.8K | 0.3% | — | Held |
| Schwab Strategic Tr | — | 25.3K | $776.6K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.33K | $747.6K | 0.2% | — | Held |
| Avantor, Inc. | AVTR | 94.2K | $738.6K | 0.2% | — | Held |
| Ishares Tr | — | 6.81K | $723K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.2% | — | Held |
| Procter And Gamble Co | PG | 4.96K | $716.2K | 0.2% | — | Held |
| Pfizer Inc | PFE | 25.2K | $707.6K | 0.2% | — | Held |
| Honeywell Intl Inc | — | 3.05K | $690.2K | 0.2% | — | Held |
| Ishares Tr | — | 7.87K | $682K | 0.2% | — | Held |
| Ishares Tr | — | 4.55K | $659.1K | 0.2% | — | Held |
| Nextera Energy Inc | — | 7.04K | $653.6K | 0.2% | — | Held |
| Boeing Co | — | 3.17K | $631.9K | 0.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 3.1K | $630.6K | 0.2% | — | Held |
| Dollar Tree, Inc. | DLTR | 5.64K | $617.3K | 0.2% | — | Held |
| Ishares Tr | — | 10.9K | $553.9K | 0.2% | — | Held |
| Palantir Technologies Inc. | PLTR | 3.23K | $472.3K | 0.1% | — | Held |
| Norfolk Southn Corp | — | 1.55K | $445.3K | 0.1% | — | Held |
| T-Mobile Us Inc | — | 2.1K | $441.9K | 0.1% | — | Held |
| Schwab Charles Corp | — | 4.5K | $422.5K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 8.04K | $407.1K | 0.1% | — | Held |
| Vornado Rlty Tr | — | 15.4K | $399.6K | 0.1% | — | Held |
| Ishares Tr | — | 2.35K | $397.7K | 0.1% | — | Held |
| Quanta Svcs Inc | — | 720 | $395.4K | 0.1% | — | Held |
| Shopify Inc. | SHOP | 3.3K | $391.4K | 0.1% | — | Held |
| Ishares Tr | — | 3.74K | $376.1K | 0.1% | — | Held |
| Deere & Co | DE | 635 | $357.7K | 0.1% | — | Held |
| Duke Energy Corp New | — | 2.63K | $343.8K | 0.1% | — | Held |
| Novartis Ag | — | 2.19K | $335.1K | 0.1% | — | Held |
| Spdr Index Shs Fds | — | 7.13K | $334.4K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 3.88K | $317.7K | 0.1% | — | Held |
| Spdr S&P 500 Etf Tr | — | 482 | $313.5K | 0.1% | — | Held |
| Ishares Tr | — | 2.12K | $312.1K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 12.1K | $309.8K | 0.1% | — | Held |
| Alcon Inc | ALC | 4.07K | $306.8K | 0.1% | — | Held |
| Bank America Corp | — | 6.1K | $297.6K | 0.1% | — | Held |
| J P Morgan Exchange Traded F | — | 5.84K | $297.5K | 0.1% | — | Held |
| Lowes Cos Inc | — | 1.25K | $296.4K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 6.27K | $289.2K | 0.1% | — | Held |
| Vanguard World Fd | — | 382 | $266.7K | 0.1% | — | Held |
| Franklin Templeton Etf Tr | — | 10.5K | $259.6K | 0.1% | — | Held |
| Verizon Communications Inc | VZ | 4.56K | $228.9K | 0.1% | — | Held |
| Ishares Tr | — | 3.79K | $215.6K | 0.1% | — | Held |
| First Tr Exch Traded Fd Iii | — | 4.4K | $214.9K | 0.1% | — | Held |
| International Business Machs | — | 885 | $214.4K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 4.12K | $203.4K | 0.1% | — | Held |
| Entrepreneurshares Series Tr | — | 10.5K | $177.2K | 0.1% | — | Held |
| Actinium Pharmaceuticals, Inc. | ATNM | 22.7K | $22.6K | 0.0% | — | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.